BRIGHT FINANCIAL ADVISORS, INC.
CRD #107931 SEC #801-57192 PORTAGE, MI 269-373-2700
SEC Registered
Total AUM
$570.1M
Discretionary
$570.1M
Employees
12
Clients
251
Accounts
2,495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $570.1M | $570.1M | $0 | 12 | 0 |
| Feb 2025 | $570.1M | $570.1M | $0 | 12 | 0 |
| Apr 2024 | $489.2M | $489.2M | $0 | 13 | 0 |
| Feb 2024 | $489.2M | $489.2M | $0 | 13 | 0 |
| Aug 2023 | $398.6M | $398.6M | $0 | 12 | 0 |
| Feb 2023 | $398.6M | $398.6M | $0 | 12 | 0 |
| Mar 2022 | $412.9M | $412.9M | $0 | 11 | 0 |
| Mar 2022 | $412.9M | $412.9M | $0 | 11 | 0 |
| Feb 2021 | $347.2M | $347.2M | $0 | 10 | 0 |
| Jan 2021 | $347.2M | $347.2M | $0 | 10 | 0 |
| Oct 2020 | $299.6M | $299.6M | $0 | 10 | 3 |
| Jun 2020 | $299.6M | $299.6M | $0 | 10 | 3 |
| Apr 2020 | $299.6M | $299.6M | $0 | 10 | 3 |
| Feb 2020 | $299.6M | $299.6M | $0 | 10 | 3 |
| Sep 2019 | $227.9M | $227.9M | $0 | 9 | 0 |
| Jun 2019 | $227.9M | $227.9M | $0 | 9 | 0 |
| Apr 2019 | $227.9M | $227.9M | $0 | 9 | 0 |
| Feb 2019 | $227.9M | $227.9M | $0 | 9 | 0 |
| Jan 2019 | $237.7M | $237.7M | $0 | 8 | 0 |
| Feb 2018 | $237.7M | $237.7M | $0 | 8 | 0 |
| Jan 2018 | $237.7M | $237.7M | $0 | 8 | 0 |
| Nov 2017 | $204M | $204M | $0 | 8 | 0 |
| Nov 2017 | $204M | $204M | $0 | 8 | 0 |
| Jul 2017 | $204M | $204M | $0 | 8 | 375 |
| Jan 2017 | $204M | $204M | $0 | 8 | 375 |
| Jan 2016 | $182.7M | $182.7M | $0 | 9 | 347 |
| Jan 2016 | $178.4M | $178.4M | $0 | 9 | 325 |
| Jan 2016 | $178.4M | $178.4M | $0 | 9 | 325 |
| Jun 2015 | $178.4M | $178.4M | $0 | 9 | 325 |
| Feb 2015 | $178.4M | $178.4M | $0 | 9 | 325 |
| Jun 2014 | $175.8M | $175.8M | $0 | 2 | 310 |
| Jan 2014 | $175.8M | $175.8M | $0 | 2 | 310 |
| Oct 2013 | $152.9M | $152.9M | $0 | 2 | 302 |
| Jan 2013 | $152.9M | $152.9M | $0 | 2 | 302 |
| Nov 2012 | $127.7M | $127.7M | $0 | 2 | 300 |
| Feb 2012 | $127.7M | $127.7M | $0 | 1 | 300 |
| Feb 2011 | $120.7M | $120.7M | $0 | 5 | -- |
| Jan 2011 | $90.1M | $90.1M | $0 | 5 | -- |
| Aug 2010 | $90.1M | $90.1M | $0 | 5 | -- |
| Jan 2010 | $90.1M | $90.1M | $0 | 5 | -- |
| Feb 2009 | $70.6M | $70.6M | $0 | 5 | -- |
| Mar 2008 | $88.1M | $88.1M | $0 | 5 | -- |
| May 2007 | $72.4M | $72.4M | $0 | 5 | -- |
| Mar 2007 | $72.4M | $72.4M | $0 | 5 | -- |
| Mar 2006 | $48M | $48M | $0 | 5 | -- |
| May 2002 | $40.1M | $40.1M | $0 | 5 | -- |
DateApr 2025
Total AUM$570.1M
Discretionary$570.1M
Non-Disc.$0
Employees12
Clients0
DateFeb 2025
Total AUM$570.1M
Discretionary$570.1M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$489.2M
Discretionary$489.2M
Non-Disc.$0
Employees13
Clients0
DateFeb 2024
Total AUM$489.2M
Discretionary$489.2M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees12
Clients0
DateFeb 2023
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees11
Clients0
DateFeb 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees10
Clients0
DateJan 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2020
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees10
Clients3
DateJun 2020
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees10
Clients3
DateApr 2020
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees10
Clients3
DateFeb 2020
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees10
Clients3
DateSep 2019
Total AUM$227.9M
Discretionary$227.9M
Non-Disc.$0
Employees9
Clients0
DateJun 2019
Total AUM$227.9M
Discretionary$227.9M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$227.9M
Discretionary$227.9M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$227.9M
Discretionary$227.9M
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees8
Clients0
DateJan 2018
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees8
Clients0
DateNov 2017
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees8
Clients0
DateNov 2017
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees8
Clients0
DateJul 2017
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees8
Clients375
DateJan 2017
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees8
Clients375
DateJan 2016
Total AUM$182.7M
Discretionary$182.7M
Non-Disc.$0
Employees9
Clients347
DateJan 2016
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees9
Clients325
DateJan 2016
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees9
Clients325
DateJun 2015
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees9
Clients325
DateFeb 2015
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees9
Clients325
DateJun 2014
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees2
Clients310
DateJan 2014
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees2
Clients310
DateOct 2013
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees2
Clients302
DateJan 2013
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees2
Clients302
DateNov 2012
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees2
Clients300
DateFeb 2012
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees1
Clients300
DateFeb 2011
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$70.6M
Discretionary$70.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$88.1M
Discretionary$88.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients--